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743 8Th St, Clermont, FL 34711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-01 |
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anthem Wealth Management, Llc | Raleigh | NC | 08/2017 | 08/2019 |
| Comtech Systems | Orlando | FL | 01/2015 | 08/2017 |
| Kestra Financial, Inc. | Kernersville | NC | 08/2019 | 07/2022 |
| Blue Jasper Capital Llc | Clermont | FL | 07/2022 | Present |
1) Insurance agent; yes; Clermont, FL; 4hrs/mo 2) The MacArthur Group; no; 23293 South Pointe Dr, 100, Laguna Hills, CA. 92653; CFO; 03/2022; 80hrs/mo; financial administration3 3)The Cason Group; Yes; 1612 Marion St 4th floor, Columbia, SC 29201; Insurance solutions for clients; Insuranse Rep Uses the company to find the best policy for clients; 6/1/2016; 1 hour per month; 0 hours during trading 4) North American Solutions Team: Defense Consultation company; No; 743 8th Street CLERMONT, FL 34711; Consultation for Defense Contractors; CEO/CFO; 06/2023, 8 hours per month; 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-23 |
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